AI developers use popular frameworks like TensorFlow, PyTorch, and JAX to work on their projects. All these frameworks, in turn, rely on Nvidia's CUDA AI toolkit and libraries for high-performance AI ...

Nvidia dominates AI infrastructure with 94% market share, robust margins, and a $3-4T GPU TAM, balancing strong growth and ...

Nvidia and Palantir have been big winners in the AI trade, but Wall Street expects one of the stocks to decline in the next ...

In our view, the Intel–Nvidia pact further accentuates Nvidia Corp.’s dominant market position and represents a milestone in the transition to the next era of computing. Just as Intel Corp. had a lock ...

Nvidia is known for its high-quality GPUs. Originally used for gaming, GPUs later caught on with crypto miners because of their processing power. They now play a key role in AI training and ...

The country has been a critical market for the AI chipmaker but the company is entangled in geopolitical tensions and is watching the rise of new rivals ...

Of all of the hyperscalers and cloud builders, Meta Platforms has always been the one that we expected to design and have ...

The future lies in human-centric supercomputing, systems that deliver immense computational power through intuitive, secure ...

The new investment nearly triples Modular’s valuation since its last round in 2023. The $250mn financing was led by US Innovative Technology, the fund headed by former Legendary Entertainment owner ...

Demand for AI chips is booming—and so is the need for software to run them. Chris Lattner’s startup Modular just raised $250 ...

Did Alphabet Just Say "Checkmate" to Nvidia? Nvidia's dominance throughout the artificial intelligence (AI) revolution stems largely from its GPU business. Alphabet has its own custom chips -- TPUs -- ...

Nvidia and Intel have joined forces in a partnership that will reshape the future of AI PCs and cloud AI infrastructure, ...